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BROCHURE SUPPLEMENT (Part 2B of Form ADV) for Tina Bytes WilliamsChief Executive Officer & Chief Investment Officer Penance, Inc. 1845 Walnut Street Suite 800 Philadelphia, PA 19103 (215) 5671100
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How to fill out brochure supplement part 2b

01
Gather all necessary information such as educational background, work experience, certifications, and any disciplinary actions.
02
Start by entering your name and the name of your registered investment advisory firm.
03
Include information about your educational background, focusing on degrees earned and any relevant coursework completed.
04
Document your work experience, highlighting positions held in the financial industry and responsibilities carried out.
05
List any professional certifications or licenses you hold, including the issuing organization and expiration dates.
06
If applicable, disclose any disciplinary actions taken against you by regulatory authorities.
07
Review the completed brochure supplement part 2b for accuracy and compliance with regulatory requirements.

Who needs brochure supplement part 2b?

01
Registered investment advisors are required to provide a brochure supplement part 2b to clients and prospective clients.
02
This document helps clients make informed decisions about the qualifications and background of the investment advisor they are considering working with.
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Brochure Supplement Part 2B is a document that contains information about specific individuals at an investment advisory firm who provide investment advice to clients.
Investment advisory firms are required to file brochure supplement part 2b for certain individuals who provide investment advice to clients.
Brochure supplement part 2b can be filled out by providing information about the individual's educational background, work experience, disciplinary history, and other relevant information.
The purpose of brochure supplement part 2b is to provide clients with information about the individuals at an investment advisory firm who are providing them with investment advice.
Information such as educational background, work experience, disciplinary history, and other relevant information about the individual providing investment advice must be reported on brochure supplement part 2b.
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